A complete list of active advisors currently associated with Retirement Solutions
Warmer can help you find a great advisor at Retirement Solutions or one who fits your needs even better.
Retirement Solutions provides investment advisory and financial consulting primarily to individual clients, with services that include discretionary asset management and flat-fee financial plans and reviews. Its consulting scope explicitly covers wills, income planning, estate/trusts, taxes, and insurance alongside ongoing portfolio management for clients. The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance through written investment policy documentation and uses fundamental and technical analysis and sources such as Morningstar and client records to select and monitor investments. It accepts discretionary authority for trading, performs quarterly account reviews, and offers a range of strategies from long-term holdings to short-term trading and option writing, with financial plans delivered within 30 days of receiving client information. Two features distinguish the firm from most independent advisers: the principal is also the principal of Greenbird Capital Management, LLC, a registered commodity trading advisor, and maintains an affiliated insurance practice that offers annuities and life insurance to clients. The brochure discloses that insurance commissions create potential conflicts of interest; the firm notes this conflict and describes mitigation through disclosure, a code of ethics, and its fiduciary duty while allowing clients to obtain products from other providers.
To learn more about the advisors currently working at Retirement Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pearland, TX
| 11
|
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